Fundsmith Equity I Acc
Category Global Large-Cap Growth Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£7.0133
£-0.05 (-0.71%)
Fund Code
FDEIA
B41YBW7
GB00B41YBW71
Prices updated as at 18 Apr 2024
Prices in GBP
Investment objective
The investment objective of the Fund is to achieve long term growth (over 5 years) in value. The Fund will invest in equities on a global basis. The Fund's approach is to be a long-term investor in its chosen stocks. It will not adopt short-term trading strategies.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 19 Apr 2024, 04:04
Trailing returns (%) as of 19 Apr 2024, 04:04
Annual performance (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
31 Mar 13 - 31 Mar 14 | 7.25 | 6.32 |
31 Mar 14 - 31 Mar 15 | 28.95 | 18.35 |
31 Mar 15 - 31 Mar 16 | 16.86 | -1.40 |
31 Mar 16 - 31 Mar 17 | 30.18 | 28.07 |
31 Mar 17 - 31 Mar 18 | 7.37 | 5.73 |
31 Mar 18 - 31 Mar 19 | 23.34 | 9.79 |
31 Mar 19 - 31 Mar 20 | 0.83 | -0.88 |
31 Mar 20 - 31 Mar 21 | 29.67 | 39.08 |
31 Mar 21 - 31 Mar 22 | 9.34 | 4.02 |
31 Mar 22 - 31 Mar 23 | 2.19 | -4.13 |
31 Mar 23 - 31 Mar 24 | 15.29 | 19.19 |
Trailing returns (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
1 Day | -0.71 | -0.86 |
1 Month | -1.69 | -1.63 |
3 Months | 7.53 | 6.66 |
6 Months | 12.37 | 12.65 |
1 Year | 8.75 | 13.93 |
3 Years annualised | 5.77 | 2.41 |
5 Years annualised | 10.12 | 9.12 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.